Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: Aberdeen Asian Income Fund (AAIF), BH Macro (BHMG/BHMU), Third Point Investors (TPOU), Target Healthcare REIT (THRL), JPMorgan American (JAM), JPMorgan US Smaller Companies Trust (JUSC), BBGI Global Infrastructure (BBGI), Invesco Bond Income Plus (BIPS), Pershing Square Holdings (PSH), BMO Private Equity (BPET), HG Capital Trust (HGT), Pantheon International (PIN), Princess Private Equity (PEY), GCP Student Living (DIGS), Warehouse REIT (WHR).

Section Timestamps:

00:40 - Review of the market

03:21 - Corporate activity

14:26 - Fundraising

17:24 - Results

23:30 - Results (specialists)

36:01 - Results (private equity)

43:25 - Results (property)

46:09 - Looking ahead

48:08 - Postscript - JPMorgan American (JAM)

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 70 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, continues his holiday, Jonathan is joined by Peter Hewitt, the manager of the BMO Managed Portfolio Trust.

Please note that due to some technical issues with the remote connection this week, the sound quality of our podcast is not up to its usual standards, for which we can only apologise. However, we still hope you find the conversation interesting as Jonathan and Peter discuss what has happened over the past week, as well as some of the things that Peter owns and what he has been doing with his portfolio recently.

Trusts mentioned this week (with tickers) include: Elecktra Private Equity (ELTA), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Bluefield Solar Income Fund (BSIF), Seraphim Space Investment Trust (SSIT), Literacy Capital (BOOK), Pershing Square Holdings (PSH), BlackRock World Mining Trust (BRWM), Temple Bar Investment Trust (TMPL).

Section Timestamps:

01:17 - Review of the market

02:12 - A discussion with Peter Hewitt

56:08 - Money Makers Circle and Close

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 70 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, takes a well-deserved holiday, Jonathan is joined by Nick Greenwood, the manager of Miton Global Opportunities.

Trusts mentioned this week (with tickers) include: Acorn Income Fund (AIF), GCP Student Living (DIGS), Scottish Mortgage (SMT), Pershing Square Holdings (PSH), Tritax Euro Box (EBOX), Tufton Oceanic Assets (SHIP), Taylor Maritime Investments (TMI/TMIP), BMO Real Estate Investments (BREI), Roundhill Music Royalty (RHM), Hipgnosis Songs (SONG), Literacy Capital (BOOK), Witan Investment Trust (WTAN), Baillie Gifford US Growth Trust (USA), Smithson Investment Trust (SSON), Diverse Income Trust (DIVI), Schroder UK Public Private (SUPP).

Section Timestamps:

00:53 - Market overview

02:16 - Announcements

12:37 - Results

19:50 - Nick Greenwood interview

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 70 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: Custodian REIT (CREI) / Drum Income Plus REIT (DRIP), Genesis Emerging Markets (GSS), RTW Venture Fund (RTW), ScotGems (SGEM), BMO Managed Portfolio (BMPG/BMPI), Rights and Issues Investment Trust (RIII), RIT Capital Partners (RCP), Henderson Smaller Companies Investment Trust (HSL), Invesco Select Trust (IVPU), JPMorgan Claverhouse (JCH), European Assets (EAT), Fidelity European Trust (FEV), Fidelity Japan Trust (FJV), Fundsmith Emerging Equities Trust (FEET), Mobius Investment Trust (MMIT), Allianz Technology Trust (ATT), Impax Environmental Markets (IEM), Pantheon International (PIN), Renewables Infrastructure Group (TRIG), Tritax Big Box REIT (BBOX).

Section Timestamps:

00:49 - Review of the market

03:13 - Corporate activity

13:05 - Results

15:54 - Results (flexible investments)

23:42 - Results (UK)

31:39 - Results (overseas)

41:03 - Results (specialists)

51:02 - Results (property)

53:24 - Money Makers Circle

53:39 - Close

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 70 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: Aberdeen Emerging Markets (AEMC) / Aberdeen New Thai (ANW), BlackRock North American Income Trust (BRNA), HydrogenOne Capital Growth (HGEN), Taylor Maritime Investments (TMI/TMIP), Tufton Oceanic Assets (SHIP), F&C Investment Trust (FCIT), Scottish American Investment Trust (SAIN), Aberforth Smaller Companies Trust (ASL), Aberforth Split Level Income Trust (ASIT), BlackRock Throgmorton Trust (THRG), Law Debenture (LWDB), BlackRock Energy and Resources Income (BERI), Greencoat UK Wind (IKW), HICL Infrastructure (HICL), Oakley Capital Investments (OCI), Premier Miton Global Renewables (PMGR), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREY), Custodian REIT (CREI), Impact Healthcare REIT (IHR), GCP Student Living (DIGS).

Section Timestamps:

00:19 - Review of the week

01:55 - China

13:07 - Fundraising

17:53 - Results

22:32 - Results (UK)

33:15 - Results (specialist)

44:22 - Results (property)

49:19 - New leadership at The AIC

51:26 - Money Makers Circle

52:03 - Close

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 70 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: GCP Student Living (DIGS), Pershing Square Holdings (PSH), Riverstone Energy (RSE), Bluefield Solar Income Fund (BSIF), Home REIT (HOME), JP Morgan Global Core Real Assets (JARA), Brunner Investment Trust (BUT), Alliance Investment Trust (ATST), Miton Global Opportunities (MIGO), Ruffer Investment Company (RICA), Invesco Asia (IAT), 3i Group (III), BB Healthcare (BBH), HarbourVest Global Private Equity (HVPE), Herald Investment Trust (HRI), Polar Capital Technology (PCT), AEW UK (AEWU), Drum Income Plus (DRIP), Ediston Property Investment Company (EPIC), Schroder Real Estate Investment Trust (SREI).

Section Timestamps:

00:19 - Review of the week

01:48 - Corporate news

14:36 - Fundraising

21:51 - Results

32:42 - Results (overseas)

50:21 - Results (property)

54:38 - Money Makers Circle

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 60 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: Gabelli Value Plus+ (GVP), Third Point Investors (TPOU), BH Global (BHGG) / BH Macro (BHMG), RTW Venture Fund (RTW), BBGI Global Infrastructure (BBGI), Gresham House Energy Storage (GRID), Seraphim Space Investment Trust (SSIT), Urban Logistics REIT (SHED), Round Hill Music Royalty Fund (RHM), Independent Investment Trust (IIT), Aberdeen New Dawn (ABD), Gore Street Energy Storage (GSF), Schroder BSC Social Impact Trust (SBSI), PRS REIT (PRSR), Regional REIT (RGL), Hipgnosis Songs Fund (SONG).

Section Timestamps:

00:19 - Review of the week

02:30 - Corporate activity

15:05 - Fundraising

24:29 - Results

26:03 - Results (overseas)

28:58 - Results (specialists and property)

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 60 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: GCP Student Living (DIGS), Third Point Investors (TPOU), Augmentum Fintech (AUGM), Hipgnosis Songs Fund (SONG), HydrogenOne Capital Growth (HGEN), Octopus Renewables Infrastructure Trust (ORIT), Odyssean Investment Trust (OIT), JPMorgan Global Core Real Assets (JARA), Artemis Alpha Trust (ATS), Miton UK Microcap (MINI), Oryx International Growth (OIG), Atlantis Japan Growth (AJG), Schroder European Real Estate Investment Trust (SERE), Geiger Counter (GCL), Henderson Diversified Income Trust (HDIV), Jupiter Green Investment Trust (JGC), Sequoia Economic Infrastructure Income (SEQI).

Section Timestamps:

00:19 - Overview of the week

04:12 - Corporate activity

16:26 - Fundraising

29:05 - Results

31:41 - Results (UK)

37:28 - Results (overseas)

39:52 - Results (property and specialist)

46:43 - The year so far

53:44 - Close

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 60 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: BH Global (BHGG) / BH Macro (BHMG), BlackRock North American Income (BRNA), Genesis Emerging Markets (GSS), Bluefield Solar (BSIF), Gresham House Energy Storage (GRID), International Public Partnerships (INPP), Liontrust ESG Trust (ESGT), LXI REIT (LXI), Urban Logistics REIT (SHED), Henderson Opportunities Trust (HOT), Marwyn Value Investors (MVI), CC Japan Income and Growth (CCJI), JPMorgan Russian Securities (JRS), Chrysalis Investments (CHRY), Polar Capital Global Financials (PCFT), Standard Life Private Equity (SLPE), Civitas Social Housing (CSH).

Section Timestamps:

00:28 - First six months of 2021

03:19 - Corporate activity

16:52 - Fundraising

33:10 - Results

38:24 - Results (overseas)

41:56 - Results (specialists and property)

52:21 - Money Makers Circle

52:41 - Close

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 60 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: BH Macro (BHMG) / BH Global (BHGG), Crystal Amber (CRS), LXI REIT (LXI), Round Hill Music Royalty Fund (RHM), Bankers Investment Trust (BNKR), Scottish Investment Trust (SCIN), BMO Global Smaller Companies (BGSC), Hansa Investment Company (HAN), BlackRock Income and Growth (BRIG), Chelverton UK Dividend Trust (SDV), Schroder UK Mid Cap (SCP), Aberdeen Emerging Markets (AEMC), Utilico Emerging Markets (UEM), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Japan Small Cap Growth and Income (JSGI), SDCL Energy Efficiency Income (SEIT), AEW UK REIT (AEWU), Value and Indexed Property Income (VIP).

Section Timestamps:

00:19 - Overview of the week

03:03 - Corporate activity

08:31 - Fundraising

14:26 - Results

26:55 - Results (UK)

33:07 - Results (overseas)

42:23 - Results (specialists)

46:14 - Results (property)

52:20 - Money Makers Circle

52:57 - Close

The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 60 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.